WEST MICHIGAN ADVISORS, LLC
HOLLAND MI · SEC CIK 0001909879
$5.26亿2026Q2 申报市值
295持仓数
26.6%前十大占比 · 第一大 8.7%
52 / 59新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
Amplify CWP Enha 新建仓+$1,557.46万
Defender Risk Ad 新建仓+$1,425.95万
Apple Inc 新建仓+$1,318.98万
Advanced Micro D 新建仓+$610.48万
American Express 新建仓+$530.06万
2026Q2 卖出最多 按季末市值估算
DIVO 清仓-$1,520.51万
AAPL 清仓-$1,164.12万
PJAN 清仓-$789.03万
CSCO 减仓-$569.63万
AMZN 清仓-$526.34万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IEMG | iShares Incorporated Core MSCI Emkt | $39.59万 | 0.08% | 4,779 | -225 | -4.5% | -$1.86万 | 减仓 |
| FCX | Freeport-Mcmoran Incorporated Class B | $39.59万 | 0.08% | 6,295 | 2,053 | 48.4% | $12.91万 | 加仓 |
| NXPI | NXP Semiconductors N V | $39.42万 | 0.07% | 1,398 | -3 | -0.2% | -$846 | 减仓 |
| LMBS | FRST TRT Low DTN Opnts ETF IV | $39.41万 | 0.07% | 7,917 | 974 | 14.0% | $4.85万 | 加仓 |
| COWZ | Pacer US Cash Cows 100 ETF | $39.34万 | 0.07% | 6,324 | -80 | -1.2% | -$4,976 | 减仓 |
| — | Avantis US Large Cap Value ETF | $39.33万 | 0.07% | 4,312 | 4,312 | — | $39.33万 | 新建仓 |
| MA | Mastercard Inc Class A | $39.24万 | 0.07% | 764 | -63 | -7.6% | -$3.24万 | 减仓 |
| MVFG | Monarch Volume Factor Global ETF | $38.96万 | 0.07% | 11,229 | 2,109 | 23.1% | $7.32万 | 加仓 |
| — | General Electric | $38.49万 | 0.07% | 1,030 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc REIT | $38.25万 | 0.07% | 367 | 37 | 11.2% | $3.86万 | 加仓 |
| SDY | SPDR S&P Dividend ETF | $38.24万 | 0.07% | 2,513 | 47 | 1.9% | $7,152 | 加仓 |
| CMS | C M S Energy Corp | $37.96万 | 0.07% | 4,962 | 2,069 | 71.5% | $15.83万 | 加仓 |
| SHW | Sherwin Williams Co | $36.84万 | 0.07% | 1,070 | -255 | -19.2% | -$8.78万 | 减仓 |
| IJH | iShares TR Core S&P MCP ETF | $36.81万 | 0.07% | 4,774 | 61 | 1.3% | $4,704 | 加仓 |
| VO | Vanguard Mid Cap ETF | $36.70万 | 0.07% | 4,555 | 19 | 0.4% | $1,531 | 加仓 |
| PANW | Palo Alto Networks | $35.98万 | 0.07% | 1,055 | -3,459 | -76.6% | -$117.96万 | 减仓 |
| ICE | Intercontinental Exchange Incorporated | $35.43万 | 0.07% | 2,878 | 202 | 7.5% | $2.49万 | 加仓 |
| SBUX | Starbucks Corp | $35.28万 | 0.07% | 3,453 | -12 | -0.3% | -$1,226 | 减仓 |
| IWM | iShares TR Russell 2000 ETF | $35.18万 | 0.07% | 1,171 | -170 | -12.7% | -$5.11万 | 减仓 |
| IWO | iShares TR Rus 2000 GRW ETF | $35.06万 | 0.07% | 890 | -38 | -4.1% | -$1.50万 | 减仓 |
| C | Citigroup Incorporated Com New | $34.82万 | 0.07% | 2,488 | -21 | -0.8% | -$2,939 | 减仓 |
| IWN | iShares TR Rus 2000 Val ETF | $34.66万 | 0.07% | 1,567 | -65 | -4.0% | -$1.44万 | 减仓 |
| JPIE | JPMorgan Income ETF | $34.13万 | 0.06% | 7,411 | -17,334 | -70.1% | -$79.82万 | 减仓 |
| DGRO | iShares TR Core DIV GRWTH | $33.96万 | 0.06% | 4,481 | -162 | -3.5% | -$1.23万 | 减仓 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | $33.16万 | 0.06% | 6,552 | 44 | 0.7% | $2,227 | 加仓 |
| EMR | Emerson Elec Company | $32.77万 | 0.06% | 2,289 | -26 | -1.1% | -$3,722 | 减仓 |
| COP | Conocophillips | $32.61万 | 0.06% | 3,137 | -2,122 | -40.3% | -$22.06万 | 减仓 |
| VMBS | Vanguard Mortgage Backed Sec ETF | $32.02万 | 0.06% | 6,841 | 1,243 | 22.2% | $5.82万 | 加仓 |
| SNA | Snap On Incorporated | $31.83万 | 0.06% | 791 | -338 | -29.9% | -$13.60万 | 减仓 |
| ECL | Ecolab Incorporated | $31.51万 | 0.06% | 1,128 | -15 | -1.3% | -$4,190 | 减仓 |
| ET | Energy Transfer L P LP | $31.42万 | 0.06% | 16,433 | -306 | -1.8% | -$5,851 | 减仓 |
| XRNPX | Cohen Steers REIT Prefer | $31.38万 | 0.06% | 15,457 | 55 | 0.4% | $1,117 | 加仓 |
| AZN | Astrazeneca PLC | $31.02万 | 0.06% | 1,636 | -2 | -0.1% | -$379 | 减仓 |
| PFE | Pfizer | $30.87万 | 0.06% | 12,820 | 2,984 | 30.3% | $7.19万 | 加仓 |
| — | Twin Oak Short Horizon Absolute Return ETF | $30.11万 | 0.06% | 10,442 | 10,442 | — | $30.11万 | 新建仓 |
| BLK | BlackRock Inc New | $30.10万 | 0.06% | 313 | -109 | -25.8% | -$10.48万 | 减仓 |
| VLO | Valero Energy Corp | $30.00万 | 0.06% | 1,152 | 198 | 20.8% | $5.16万 | 加仓 |
| CGUS | Capital Group Core Equity ETF SHS Creation Unit | $29.52万 | 0.06% | 6,637 | 95 | 1.5% | $4,225 | 加仓 |
| HYTR | Counterpoint High Yield Trend ETF | $28.72万 | 0.05% | 13,444 | -11,312 | -45.7% | -$24.16万 | 减仓 |
| SUB | iShares TR SHRT Nat Mun ETF | $27.93万 | 0.05% | 2,623 | 490 | 23.0% | $5.22万 | 加仓 |
| WM | Waste Management Inc | $27.92万 | 0.05% | 1,253 | 4 | 0.3% | $891 | 加仓 |
| IGSB | iShares TR Is 1-5 YR In GR CR BD ETF | $27.81万 | 0.05% | 5,306 | 898 | 20.4% | $4.71万 | 加仓 |
| GD | General Dynamics Corporation | $27.64万 | 0.05% | 780 | 44 | 6.0% | $1.56万 | 加仓 |
| BKR | Baker Hughes Co. Class A | $27.56万 | 0.05% | 4,965 | -16 | -0.3% | -$888 | 减仓 |
| TROW | Price T Rowe Group Incorporated | $27.39万 | 0.05% | 2,409 | 327 | 15.7% | $3.72万 | 重新持有 |
| FIVE | Five Below Incorporated | $27.22万 | 0.05% | 1,514 | -13,296 | -89.8% | -$239.05万 | 减仓 |
| KTOS | Kratos Defense & Sec Solutions Com New | $27.14万 | 0.05% | 5,443 | -4,931 | -47.5% | -$24.59万 | 减仓 |
| PEP | Pepsico Inc | $27.13万 | 0.05% | 2,004 | -52 | -2.5% | -$7,041 | 减仓 |
| FFA | First TR Enhanced Equity Incom | $27.07万 | 0.05% | 12,106 | -560 | -4.4% | -$1.25万 | 减仓 |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | $27.07万 | 0.05% | 1,000 | 0 | 0.0% | — | 重新持有 |
| PCAR | Paccar Incorporated | $26.97万 | 0.05% | 2,245 | 2,245 | — | $26.97万 | 新建仓 |
| IWP | iShares TR Rus MD CP GR ETF | $26.88万 | 0.05% | 1,836 | -17 | -0.9% | -$2,489 | 减仓 |
| AHR | American Healthcare REIT Incorporated Com SHS REIT | $26.88万 | 0.05% | 5,129 | 0 | 0.0% | — | 不变 |
| PRU | Prudential Finl | $26.73万 | 0.05% | 2,476 | 2 | 0.1% | $216 | 加仓 |
| IWS | iShares TR Rus MDCP Val ETF | $26.72万 | 0.05% | 1,623 | -69 | -4.1% | -$1.14万 | 减仓 |
| COST | Costco Wholesale Co | $26.38万 | 0.05% | 282 | -13 | -4.4% | -$1.22万 | 减仓 |
| MOS | Mosaic | $26.21万 | 0.05% | 12,370 | 30 | 0.2% | $636 | 加仓 |
| MMM | 3M | $25.82万 | 0.05% | 1,595 | 4 | 0.3% | $648 | 加仓 |
| FIS | Fidelity Natl Information SVCS | $25.78万 | 0.05% | 6,630 | 1,765 | 36.3% | $6.86万 | 加仓 |
| KMI | Kinder Morgan Inc | $25.77万 | 0.05% | 8,062 | -64 | -0.8% | -$2,046 | 减仓 |
| VWO | Vanguard MSCI Emerging Markets ETF | $25.63万 | 0.05% | 13,000 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard High Dividend Yield ETF | $25.43万 | 0.05% | 1,610 | -123 | -7.1% | -$1.94万 | 减仓 |
| PFFV | Global X Variable Rate Preferred ETF | $24.83万 | 0.05% | 11,273 | -2,203 | -16.3% | -$4.85万 | 减仓 |
| B | Barrick Mining Corporationnpv | $24.12万 | 0.05% | 6,568 | 6,568 | — | $24.12万 | 新建仓 |
| CSL | Carlisle Companies Incorporated | $23.94万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| SHEL | Shell PLC Spon Ads | $23.87万 | 0.05% | 3,079 | 0 | 0.0% | — | 不变 |
| DAL | Delta Air Lines Inc Del | $23.56万 | 0.04% | 2,516 | 2,516 | — | $23.56万 | 新建仓 |
| — | Bank Of America Corp | $23.34万 | 0.04% | 4,096 | 4,096 | — | $23.34万 | 新建仓 |
| F | Ford Motor Co | $23.33万 | 0.04% | 16,786 | -901 | -5.1% | -$1.25万 | 减仓 |
| MLN | Vaneck Long Muni ETF | $23.25万 | 0.04% | 13,078 | -4,238 | -24.5% | -$7.54万 | 重新持有 |
| KMB | Kimberly-Clark Corporation | $23.14万 | 0.04% | 2,089 | 2,089 | — | $23.14万 | 新建仓 |
| DBMF | Imgp Dbi Managed Futures STRTGY ETF | $23.02万 | 0.04% | 7,522 | 43 | 0.6% | $1,316 | 加仓 |
| FVD | First Trust Value Line Dividend Index Fund | $22.85万 | 0.04% | 4,743 | 28 | 0.6% | $1,349 | 加仓 |
| SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | $22.64万 | 0.04% | 6,767 | -184 | -2.6% | -$6,156 | 减仓 |
| DIA | SPDR Dow Jones Industrial Average ETF Trust | $22.52万 | 0.04% | 431 | 0 | 0.0% | — | 重新持有 |
| — | Boeing Co | $22.36万 | 0.04% | 1,033 | 1,033 | — | $22.36万 | 新建仓 |
| GIS | General MLS Incorporated | $21.73万 | 0.04% | 6,244 | 6,244 | — | $21.73万 | 新建仓 |
| SANM | Sanmina Corp | $21.51万 | 0.04% | 850 | 850 | — | $21.51万 | 新建仓 |
| FDX | Fedex Corp | $21.38万 | 0.04% | 680 | 47 | 7.4% | $1.48万 | 加仓 |
| WTFC | Wintrust Finl Corporation | $21.26万 | 0.04% | 1,323 | -879 | -39.9% | -$14.12万 | 减仓 |
| CARR | Carrier Global Corporation | $21.23万 | 0.04% | 2,894 | 2,894 | — | $21.23万 | 新建仓 |
| VBK | Vanguard Small Cap Growth ETF | $21.15万 | 0.04% | 578 | 578 | — | $21.15万 | 新建仓 |
| — | Automatic Data Processing Incorporated | $20.86万 | 0.04% | 924 | 924 | — | $20.86万 | 新建仓 |
| SCHG | Schwab US Large Cap Growth ETF | $20.71万 | 0.04% | 6,120 | 6,120 | — | $20.71万 | 新建仓 |
| GWW | Grainger W W Incorporated | $20.68万 | 0.04% | 152 | 152 | — | $20.68万 | 新建仓 |
| XMMO | Invesco S & P Midcap Momentum ETF | $20.20万 | 0.04% | 1,187 | 1,187 | — | $20.20万 | 新建仓 |
| MTUM | iShares TR MSCI USA Mmentm | $20.19万 | 0.04% | 589 | 589 | — | $20.19万 | 新建仓 |
| OKE | Oneok Incorporated New | $20.15万 | 0.04% | 2,318 | 0 | 0.0% | — | 不变 |
| QTEC | First Trust Nasdaq-100 Technology Index Fund | $20.08万 | 0.04% | 600 | 600 | — | $20.08万 | 新建仓 |
| VISN | Commscope HLDG Co Inc | $16.94万 | 0.03% | 13,258 | 0 | 0.0% | — | 不变 |
| PBR | Petroleo Brasileiro SA Petrobr Sponsored ADR | $16.58万 | 0.03% | 10,080 | -2,253 | -18.3% | -$3.71万 | 减仓 |
| ETW | Eaton Vance Tax-Managed Global | $12.40万 | 0.02% | 12,865 | 0 | 0.0% | — | 不变 |
| — | Allspring Income Opportunit Inc Oppty FD | $9.18万 | 0.02% | 14,014 | 338 | 2.5% | $2,215 | 加仓 |
| — | Yatra Online Incorporated Ord SHS | $1.88万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | Avalon Advanced Matls Incorporated Com New | $423 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| DIVO | Amplify CWP Enhanced DIV Inm ETF | $0 | 0.00% | 0 | -339,021 | -100.0% | -$1,520.51万 | 清仓 |
| AAPL | Apple Inc | $0 | 0.00% | 0 | -45,869 | -100.0% | -$1,164.12万 | 清仓 |
| PJAN | Innovator U.S. Equity Power Buffer ETF - January | $0 | 0.00% | 0 | -171,045 | -100.0% | -$789.03万 | 清仓 |
| AMZN | Amazon.Com Inc | $0 | 0.00% | 0 | -25,272 | -100.0% | -$526.34万 | 清仓 |
| AXP | American Express Co | $0 | 0.00% | 0 | -14,126 | -100.0% | -$427.28万 | 清仓 |